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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,630 | $125,184-89.1% | $105,607-87.1% | $145,884-90.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.63% | 225.00%-214.4pp | 116.11%-105.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,294 | $3,720-38.3% | $3,167-27.6% | $4,662-50.8% |
| Participant deferral / active EE | $2,828 | $5,714-50.5% | $5,011-43.6% | $6,690-57.7% |
| Admin fee / account holder | $1,082 | $17,133-93.7% | $10,958-90.1% | $13,392-91.9% |